SPDR SERIES TRUST - BWX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cerity Partners OCIO LLC | History | Reduced | 7,088,016 | 155,581 | 9.33% | 9.26% | 1 | -343,968 | -4.63% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | New | 6,516,641 | 143,040 | 0.69% | — | 2 | +6,516,641 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,224,085 | 70,768 | 0.0% | 0.0% | 3 | +128,321 | 4.15% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,917,626 | 64,041 | 0.01% | 0.0% | 4 | +2,458,679 | 535.72% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,556,928 | 56,124 | 0.05% | 0.05% | 5 | -202,186 | -7.33% | Q1 2026 | May 15, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 1,433,737 | 31,470 | 1.59% | 1.76% | 6 | -98,519 | -6.43% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 1,350,783 | 29,649 | 0.02% | 0.02% | 7 | +250,998 | 22.82% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Added to | 1,096,126 | 24,059 | 0.0% | 0.0% | 8 | +1,081,854 | 7580.26% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 867,715 | 19,046 | 0.01% | 0.01% | 9 | -57,916 | -6.26% | Q1 2026 | May 04, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 829,138 | 18,199 | 1.94% | 2.03% | 10 | -3,754 | -0.45% | Q1 2026 | May 06, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 744,825 | 16,348 | 0.86% | 0.69% | 11 | +159,900 | 27.34% | Q1 2026 | Apr 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 723,388 | 15,878 | 2.76% | 2.71% | 12 | +45,277 | 6.68% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 533,238 | 11,704 | 0.0% | 0.0% | 13 | +80,475 | 17.77% | Q1 2026 | May 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 485,825 | 10,663 | 1.41% | 1.44% | 14 | +25,557 | 5.55% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Added to | 448,054 | 9,834 | 0.0% | 0.0% | 15 | +21,758 | 5.1% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Reduced | 445,393 | 9,776 | 0.0% | 0.0% | 16 | -448 | -0.1% | Q1 2026 | May 11, 2026 |
| FLC Capital Advisors | History | Reduced | 431,181 | 9,464 | 1.69% | 1.81% | 17 | -3,116 | -0.72% | Q1 2026 | May 01, 2026 |
| Net Worth Advisory Group | History | Added to | 391,402 | 8,591 | 1.78% | 1.73% | 18 | +10,786 | 2.83% | Q1 2026 | May 05, 2026 |
| WealthShield Partners, LLC | History | Added to | 388,551 | 8,528 | 0.95% | 0.88% | 19 | +34,954 | 9.89% | Q1 2026 | May 01, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 374,015 | 8,209 | 0.02% | 0.02% | 20 | -23,080 | -5.81% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 351,145 | 7,626 | 0.0% | 0.0% | 21 | +326,656 | 1333.89% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 342,680 | 7,521 | 0.0% | 0.0% | 22 | +117,525 | 52.2% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 321,487 | 7,056 | 0.01% | 0.01% | 23 | -2,612 | -0.81% | Q1 2026 | May 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 321,009 | 7,046 | 1.44% | 1.35% | 24 | +21,382 | 7.14% | Q1 2026 | May 05, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 312,496 | 6,859 | 4.05% | 3.66% | 25 | +45,670 | 17.12% | Q1 2026 | Apr 16, 2026 |
| rebel Financial LLC | History | Added to | 294,183 | 6,457 | 2.8% | 2.69% | 26 | +14,642 | 5.24% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 280,786 | 6,163 | 0.02% | 0.01% | 27 | +53,707 | 23.65% | Q1 2026 | May 04, 2026 |
| Point Nemo Capital, LLC | History | Added to | 263,702 | 5,788 | 3.81% | 2.16% | 28 | +166,842 | 172.25% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 241,827 | 5,308 | 0.0% | 0.0% | 29 | -896 | -0.37% | Q1 2026 | May 08, 2026 |
| CROBAN | History | Added to | 224,801 | 4,934 | 2.32% | 2.23% | 30 | +19,071 | 9.27% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Added to | 218,975 | 4,806 | 0.42% | 0.41% | 31 | +11,758 | 5.67% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 206,597 | 4,534 | 0.01% | 0.01% | 32 | +6,079 | 3.03% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | New | 197,604 | 4,337 | 0.01% | — | 33 | +197,604 | New | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 191,278 | 4,198 | 0.0% | 0.0% | 34 | -14,884 | -7.22% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 173,005 | 3,797 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baron Financial Group, LLC | History | Added to | 148,891 | 3,268 | 1.76% | 1.6% | 36 | +16,270 | 12.27% | Q1 2026 | Apr 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 115,208 | 2,503 | 0.0% | 0.0% | 37 | +24,394 | 26.86% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 113,389 | 2,488 | 0.03% | 0.02% | 38 | +30,239 | 36.37% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 110,018 | 2,414 | 0.0% | 0.01% | 39 | -146,409 | -57.1% | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Added to | 103,846 | 2,279 | 0.16% | 0.17% | 40 | +915 | 0.89% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Reduced | 100,050 | 2,196 | 0.0% | 0.0% | 41 | -42,033 | -29.58% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 97,587 | 2,142 | 0.0% | 0.0% | 42 | +34,619 | 54.98% | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 95,377 | 2,093 | 0.23% | — | 43 | +95,377 | New | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 87,513 | 1,920 | 0.0% | 0.0% | 44 | -3,828 | -4.19% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 85,387 | 1,874 | 0.0% | 0.0% | 45 | -1,520 | -1.75% | Q1 2026 | May 14, 2026 |
| Convergence Financial, LLC | History | Added to | 80,584 | 1,768 | 0.19% | 0.12% | 46 | +44,259 | 121.84% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 79,184 | 1,763 | 0.03% | 0.02% | 47 | +35,139 | 79.78% | Q1 2026 | May 15, 2026 |
| CFG Wealth Management Services, Inc. | History | No change | 74,567 | 1,687 | 1.53% | 1.53% | 48 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Auour Investments LLC | History | Added to | 76,679 | 1,683 | 0.53% | 0.52% | 49 | +4,108 | 5.66% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | New | 6,719 | 1,359 | 0.0% | — | 50 | +6,719 | New | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 62,479 | 1,357 | 0.05% | 0.03% | 51 | +32,743 | 110.11% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 61,186 | 1,343 | 0.0% | 0.0% | 52 | -11,286 | -15.57% | Q1 2026 | May 15, 2026 |
| VanderPol Investments L.L.C. | History | No change | 59,277 | 1,335 | 2.32% | 2.32% | 53 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 56,955 | 1,250 | 0.01% | 0.01% | 54 | -46,026 | -44.69% | Q1 2026 | Apr 29, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 55,934 | 1,238 | 0.12% | 0.15% | 55 | -1,348 | -2.35% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 54,236 | 1,190 | 0.0% | 0.0% | 56 | -1,741 | -3.11% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 52,841 | 1,159 | 0.0% | 0.0% | 57 | -11,382 | -17.72% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 50,552 | 1,109 | 0.02% | 0.02% | 58 | +1,120 | 2.27% | Q1 2026 | Apr 10, 2026 |
| HRT FINANCIAL LP | History | New | 46,270 | 1,015 | 0.0% | — | 59 | +46,270 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 41,806 | 917 | 0.0% | 0.0% | 60 | -3,205 | -7.12% | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | New | 40,442 | 887 | 0.02% | — | 61 | +40,442 | New | Q1 2026 | May 04, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 39,272 | 862 | 0.11% | 0.1% | 62 | +5,760 | 17.19% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 36,533 | 823 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Family CFO Inc | History | New | 36,121 | 792 | 0.35% | — | 64 | +36,121 | New | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 33,759 | 741 | 0.18% | 0.18% | 65 | +1,428 | 4.42% | Q1 2026 | Apr 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 33,104 | 726 | 0.1% | 0.11% | 66 | +1,604 | 5.09% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 28,389 | 623 | 0.0% | 0.0% | 67 | -2,513 | -8.13% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 27,638 | 606 | 0.08% | 0.07% | 68 | +6,410 | 30.2% | Q1 2026 | Apr 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 27,434 | 602 | 0.0% | 0.0% | 69 | +8,496 | 44.86% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 27,024 | 593 | 0.01% | 0.01% | 70 | +6,040 | 28.78% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 26,332 | 578 | 0.0% | 0.0% | 71 | +6,515 | 32.88% | Q1 2026 | Apr 07, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 25,725 | 564 | 0.03% | 0.03% | 72 | -1,541 | -5.65% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,964 | 526 | 0.01% | 0.01% | 73 | +1,062 | 4.64% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 23,062 | 506 | 0.01% | 0.06% | 74 | -114,314 | -83.21% | Q1 2026 | Apr 17, 2026 |
| Atria Investments, Inc | History | Added to | 23,023 | 505 | 0.01% | 0.01% | 75 | +142 | 0.62% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 22,272 | 488 | 0.04% | 0.04% | 76 | +142 | 0.64% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 21,815 | 478 | 0.03% | 0.03% | 77 | +897 | 4.29% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,822 | 435 | 0.0% | 0.0% | 78 | -1,350 | -6.38% | Q1 2026 | Apr 30, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 19,579 | 429 | 0.08% | 0.09% | 79 | +69 | 0.35% | Q1 2026 | May 14, 2026 |
| TSG Advice Partners, LLC | History | New | 18,407 | 404 | 0.06% | — | 81 | +18,407 | New | Q1 2026 | Apr 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 18,435 | 404 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 18,181 | 399 | 0.0% | — | 82 | +18,181 | New | Q1 2026 | May 01, 2026 |
| Global View Capital Management LLC | History | Added to | 17,938 | 393 | 0.1% | 0.07% | 83 | +133 | 0.75% | Q1 2026 | May 04, 2026 |
| Proactive Wealth Strategies LLC | History | New | 17,011 | 373 | 0.07% | — | 84 | +17,011 | New | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 16,507 | 362 | 0.01% | 0.01% | 85 | -280 | -1.67% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,408 | 360 | 0.0% | 0.0% | 86 | +6,698 | 68.98% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 16,353 | 358 | 0.02% | 0.02% | 87 | +1,003 | 6.53% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Reduced | 15,663 | 343 | 0.0% | 0.01% | 88 | -3,362 | -17.67% | Q1 2026 | May 12, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 14,637 | 321 | 0.04% | 0.05% | 89 | -63 | -0.43% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,907 | 305 | 0.0% | 0.0% | 90 | -15,156 | -52.15% | Q1 2026 | Apr 30, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 12,257 | 269 | 0.06% | 0.06% | 91 | -308 | -2.45% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 12,206 | 268 | 0.19% | 0.13% | 92 | +971 | 8.64% | Q1 2026 | May 05, 2026 |
| Post Resch Tallon Group Inc. | History | Reduced | 12,163 | 267 | 0.22% | 0.24% | 93 | -550 | -4.33% | Q1 2026 | Apr 08, 2026 |
| Summit Financial, LLC | History | Reduced | 12,055 | 264 | 0.0% | 0.0% | 94 | -41 | -0.34% | Q1 2026 | May 15, 2026 |
| Risk Paradigm Group, LLC | History | Reduced | 11,725 | 257 | 0.22% | 0.26% | 95 | -103 | -0.87% | Q1 2026 | May 14, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 11,678 | 256 | 0.13% | 0.14% | 97 | -569 | -4.65% | Q1 2026 | Apr 24, 2026 |
| World Investment Advisors | History | Reduced | 11,691 | 256 | 0.0% | 0.0% | 96 | -278 | -2.32% | Q1 2026 | Apr 27, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | New | 11,639 | 255 | 0.18% | — | 98 | +11,639 | New | Q1 2026 | Apr 09, 2026 |
| Destination Wealth Management | History | Added to | 11,472 | 251 | 0.01% | 0.01% | 99 | +901 | 8.52% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 11,352 | 249 | 0.01% | 0.01% | 100 | -540 | -4.54% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,000 | 241 | 0.0% | 0.0% | 101 | -44,818 | -80.29% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,490 | 230 | 0.0% | 0.0% | 102 | +245 | 2.39% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,411 | 228 | 0.0% | 0.0% | 103 | +9,893 | 1909.85% | Q1 2026 | Apr 07, 2026 |
| Hillman Capital Management, Inc. | History | Added to | 10,384 | 227 | 0.16% | 0.09% | 104 | +4,144 | 66.41% | Q1 2026 | May 15, 2026 |
| Realta Investment Advisors | History | Reduced | 10,359 | 227 | 0.08% | 0.08% | 105 | -606 | -5.53% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | New | 10,189 | 223 | 0.0% | — | 106 | +10,189 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 9,837 | 215 | 0.0% | 0.0% | 107 | -12,168 | -55.3% | Q1 2026 | May 15, 2026 |
| Comprehensive Money Management Services LLC | History | New | 9,715 | 213 | 0.14% | — | 109 | +9,715 | New | Q1 2026 | Apr 23, 2026 |
| ARWA LLC | History | Reduced | 9,609 | 213 | 0.11% | 0.15% | 108 | -2,176 | -18.46% | Q1 2026 | Apr 13, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | No change | 9,334 | 204 | 0.09% | 0.1% | 110 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | No change | 3,683 | 80 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,510 | 77 | 0.0% | 0.0% | 112 | +1,146 | 48.48% | Q1 2026 | Apr 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,472 | 76 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | Reduced | 3,372 | 74 | 0.03% | 0.03% | 114 | -875 | -20.6% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 2,799 | 61 | 0.0% | — | 116 | +2,799 | New | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | No change | 2,794 | 61 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,460 | 53 | 0.0% | 0.0% | 117 | -6,229 | -71.69% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 2,400 | 52 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,235 | 49 | 0.0% | 0.0% | 119 | -1,258 | -36.01% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | New | 1,926 | 42 | 0.0% | — | 120 | +1,926 | New | Q1 2026 | May 19, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 1,762 | 38 | 0.01% | 0.01% | 121 | +13 | 0.74% | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 1,725 | 37 | 0.02% | 0.01% | 122 | -310 | -15.23% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,403 | 30 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| United Financial Planning Group LLC | History | Reduced | 1,365 | 29 | 0.02% | 0.04% | 124 | -1,677 | -55.13% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1,285 | 28 | 0.0% | — | 125 | +1,285 | New | Q1 2026 | Apr 27, 2026 |
| United Community Bank | History | New | 1,280 | 28 | 0.01% | — | 126 | +1,280 | New | Q1 2026 | Apr 24, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,257 | 27 | 0.0% | 0.0% | 127 | +16 | 1.29% | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,180 | 25 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,086 | 23 | 0.0% | 0.0% | 129 | -347 | -24.21% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,079 | 23 | 0.0% | 0.0% | 131 | -235 | -17.88% | Q1 2026 | May 12, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,060 | 23 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | No change | 1,047 | 22 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 868 | 19 | 0.0% | 0.0% | 133 | -553 | -38.92% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 633 | 13 | 0.0% | 0.0% | 134 | -32 | -4.81% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 482 | 10 | 0.0% | 0.0% | 135 | -179 | -27.08% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 406 | 8 | 0.0% | 0.0% | 136 | +111 | 37.63% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 296 | 6 | 0.0% | — | 139 | +296 | New | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 309 | 6 | 0.0% | 0.0% | 137 | +5 | 1.64% | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 300 | 6 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Reduced | 266 | 5 | 0.0% | 0.0% | 140 | -1,151 | -81.23% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 262 | 5 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 252 | 5 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 202 | 4 | 0.0% | 0.0% | 143 | -1,282 | -86.39% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 142 | 3 | 0.0% | — | 144 | +114 | 407.14% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 129 | 2 | 0.0% | 0.0% | 147 | -206 | -61.49% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 100 | 2 | 0.0% | — | 145 | +65 | 185.71% | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 111 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 93 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 127 | 2 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Caitlin John, LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 74 | 1 | 0.0% | — | 155 | +74 | New | Q1 2026 | Apr 24, 2026 |
| SIMPLEX TRADING, LLC | History | New | 51 | 1 | 0.0% | — | 154 | +51 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 77 | 1 | 0.0% | 0.0% | 152 | -44 | -36.36% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 47 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -625,925 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -289,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Closed out | 0 | 0 | — | 1.62% | — | -220,522 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Blueprint Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -189,084 | -100.0% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -108,872 | -100.0% | Q1 2026 | May 15, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -71,776 | -100.0% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -57,822 | -100.0% | Q1 2026 | May 05, 2026 |
| SYKON CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -57,495 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Spartan Planning & Wealth Management | History | Closed out | 0 | 0 | — | 0.84% | — | -50,293 | -100.0% | Q1 2026 | Apr 16, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.14% | — | -26,839 | -100.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,331 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,514 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,679 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,270 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -896 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -703 | -100.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -287 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -240 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 26 | 0 | — | 0.0% | — | -61 | -70.11% | Q1 2026 | Apr 13, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | — | — | -44 | -100.0% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -37 | -77.08% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |